InvestorsHub Logo
Followers 250
Posts 112275
Boards Moderated 15
Alias Born 08/30/2001

Re: gfp927z post# 147

Thursday, 02/01/2024 9:43:16 AM

Thursday, February 01, 2024 9:43:16 AM

Post# of 222
Nice. I'll check out your other links hopefully later today. I use much of the same criteria, but not as detailed. I'm more a technical analyst, and other than a handfull of stocks, mine are not hold forever. I typically am looking to put $100k into a stock, although sometimes I do it in pieces, and sometimes all at once.
The older I get, the more its about the strength and growth rate of the dividend.

If you don't mind me asking, you state you have 25% in stocks? Or is that in the market altogether?
Do you buy bonds? (One of the best things I've ever done was ladder out muni bonds to mature every year for 20 years). I did this long ago.
Also, do you do any annuities? I find most people don't really understand them. They have replaced the pension (if you find the right ones).

Also wondering if you wouldn't mind sharing your 10 biggest holdings.
FWIW, off the top of my head, my hold forever stocks are
LECO
EMR
CMI
Those are the core 3....
KO (but for a different reason)

added in the last 10 years...
AAPL
MSFT
PG
XOM
G used to be one

You have earned one of my coveted gold stars and will be preserved in my list of people to follow for good reasons.

Just my opinion, of course.

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.